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We guide your team through setting up your own branded sub-account and growth system. You get templates, checklists, working examples, reviews of your configuration, and live guidance. Your team clicks the buttons, adds copy/assets, connects accounts, and operates the system. We donβt manage your inbox, write your ads, or run campaigns for you on an ongoing basis.
Access to your domain/DNS, business legal details (for SMS registration), Google or Outlook account (for calendars & email), a Facebook Page/Ads account if you run Lead Ads, and the email sending method youβll use (dedicated sending domain or SMTP). Weβll provide a checklist and walk you through each step. Google/Outlook calendar connections and Facebook Lead Ads syncs are supported within the platform, so bring those logins.
Typical builds go live in ~10β14 days if your team is responsive. Two items can extend timelines: (1) SMS A2P 10DLC approvalβyou must register your brand and at least one campaign before texting at scale; (2) Email authenticationβDNS records (SPF/DKIM/DMARC) must be added and verified for best deliverability. Weβll guide you through both.
U.S. business texting requires A2P 10DLC registration (brand + campaign). Opt-out keywords like STOP automatically block further SMS to that contact, and the platform can append βReply STOP to unsubscribeβ to messages where allowed. Youβre responsible for consent (TCPA/TSR); weβll show you where to enable the required settings and language. Carrier and registration fees are pass-through.
You can use a dedicated sending domain (recommended) or connect an SMTP provider (e.g., Google Workspace, Outlook, SendGrid, Amazon SES). Youβll authenticate your domain with SPF/DKIM and add a DMARC policy; the platform checks alignment at send time. Weβll provide exact records and test sends with you.
Yesβconnect Google or Outlook for two-way calendar sync and use Google/Outlook for email (direct integrations), or bring another SMTP. Weβll help you choose the simplest path and verify sync.
Connect your Facebook Page/Ad Account once; new Facebook Lead Ads submissions sync straight into your CRM and can trigger automations, pipelines, and follow-ups. Weβll test each form and map fields with you.
Yesβthe platform includes Reputation/Reviews tools. You can connect Google (and others), send review requests by SMS/email, and manage responses in one place. Weβll help you customize the messages and reporting.
You own your data. Contacts (and other records) can be exported to CSV from your sub-account at any time. Weβll show your team how to export and back up routinely.
Each location (sub-account) has granular roles/permissions so admins can limit access to pipelines, calendars, conversations, etc. Weβll help you set up roles and βassigned data onlyβ rules for your team.
Often youβll consolidate forms, scheduling, inbox, basic payments, review requests, and reporting into one platform. If a specialty tool is essential, weβll integrate it or keep it parallelβyour call.
You get access to office hours, SOPs, and short trainings. We answer questions, review your setup, and suggest optimizations. Ongoing growth work (ads, content, email writing, day-to-day inboxing) remains with your teamβwe coach and QA.
Messaging and carrier fees for A2P 10DLC (and email-sending provider fees if using a third-party SMTP) are pass-through. Weβll show you where those appear in your billing dashboard and how to forecast usage.
We provide the system, playbooks, and coaching; outcomes depend on your inputsβlead quality, speed to reply, offer strength, and team execution. Weβll measure reply time, show rate, review velocity, and pipeline movement so you can improve steadily.